Smith, Moore & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
18,172
+891
| +5% | +$258K | 0.44% | 47 |
|
|
2025
Q1 | $4.24M | Sell |
17,281
-118
| -0.7% | -$28.9K | 0.39% | 58 |
|
|
2024
Q4 | $4.17M | Sell |
17,399
-610
| -3% | -$146K | 0.38% | 57 |
|
|
2024
Q3 | $3.8M | Sell |
18,009
-46
| -0.3% | -$9.7K | 0.36% | 57 |
|
|
2024
Q2 | $3.65M | Buy |
18,055
+108
| +0.6% | +$21.8K | 0.38% | 56 |
|
|
2024
Q1 | $3.59M | Sell |
17,947
-48
| -0.3% | -$9.61K | 0.38% | 57 |
|
|
2023
Q4 | $3.06M | Sell |
17,995
-2
| -0% | -$340 | 0.36% | 59 |
|
|
2023
Q3 | $2.61M | Sell |
17,997
-913
| -5% | -$132K | 0.34% | 60 |
|
|
2023
Q2 | $2.75M | Buy |
18,910
+923
| +5% | +$134K | 0.35% | 56 |
|
|
2023
Q1 | $2.34M | Sell |
17,987
-92
| -0.5% | -$12K | 0.32% | 68 |
|
|
2022
Q4 | $2.42M | Buy |
18,079
+513
| +3% | +$68.8K | 0.34% | 62 |
|
|
2022
Q3 | $1.84M | Sell |
17,566
-157
| -0.9% | -$16.4K | 0.28% | 72 |
|
|
2022
Q2 | $2M | Sell |
17,723
-1,289
| -7% | -$145K | 0.31% | 74 |
|
|
2022
Q1 | $2.59M | Buy |
19,012
+877
| +5% | +$120K | 0.35% | 60 |
|
|
2021
Q4 | $2.87M | Buy |
18,135
+279
| +2% | +$44.2K | 0.4% | 54 |
|
|
2021
Q3 | $2.92M | Sell |
17,856
-649
| -4% | -$106K | 0.45% | 46 |
|
|
2021
Q2 | $2.88M | Buy |
18,505
+295
| +2% | +$45.9K | 0.43% | 45 |
|
|
2021
Q1 | $2.77M | Buy |
18,210
+598
| +3% | +$91K | 0.45% | 42 |
|
|
2020
Q4 | $2.24M | Buy |
17,612
+133
| +0.8% | +$16.9K | 0.42% | 50 |
|
|
2020
Q3 | $1.68M | Buy |
17,479
+1,009
| +6% | +$97.2K | 0.35% | 60 |
|
|
2020
Q2 | $1.55M | Buy |
16,470
+6
| +0% | +$564 | 0.34% | 61 |
|
|
2020
Q1 | $1.48M | Sell |
16,464
-129
| -0.8% | -$11.6K | 0.39% | 56 |
|
|
2019
Q4 | $2.31M | Buy |
16,593
+743
| +5% | +$104K | 0.48% | 45 |
|
|
2019
Q3 | $1.87M | Buy |
15,850
+659
| +4% | +$77.5K | 0.41% | 54 |
|
|
2019
Q2 | $1.7M | Buy |
15,191
+1,018
| +7% | +$114K | 0.38% | 57 |
|
|
2019
Q1 | $1.44M | Sell |
14,173
-770
| -5% | -$78K | 0.34% | 61 |
|
|
2018
Q4 | $1.46M | Sell |
14,943
-122
| -0.8% | -$11.9K | 0.4% | 58 |
|
|
2018
Q3 | $1.7M | Buy |
15,065
+630
| +4% | +$71.1K | 0.39% | 55 |
|
|
2018
Q2 | $1.5M | Buy |
14,435
+228
| +2% | +$23.8K | 0.38% | 55 |
|
|
2018
Q1 | $1.56M | Sell |
14,207
-418
| -3% | -$46K | 0.42% | 50 |
|
|
2017
Q4 | $1.56M | Buy |
14,625
+2,754
| +23% | +$295K | 0.42% | 51 |
|
|
2017
Q3 | $1.13M | Buy |
11,871
+4,995
| +73% | +$477K | 0.32% | 62 |
|
|
2017
Q2 | $629K | Sell |
6,876
-144
| -2% | -$13.2K | 0.21% | 92 |
|
|
2017
Q1 | $617K | Sell |
7,020
-90
| -1% | -$7.91K | 0.22% | 87 |
|
|
2016
Q4 | $613K | Sell |
7,110
-348
| -5% | -$30K | 0.23% | 80 |
|
|
2016
Q3 | $497K | Buy |
7,458
+300
| +4% | +$20K | 0.2% | 103 |
|
|
2016
Q2 | $445K | Buy |
7,158
+677
| +10% | +$42.1K | 0.18% | 113 |
|
|
2016
Q1 | $384K | Buy |
6,481
+2,516
| +63% | +$149K | 0.17% | 119 |
|
|
2015
Q4 | $262K | Buy |
+3,965
| New | +$262K | 0.13% | 147 |
|